Group 1 - AST SpaceMobile, Inc. completed a $1 billion private offering of 2.25% convertible senior notes due 2036, generating approximately $983.7 million to strengthen its balance sheet and fund expansion initiatives [1] - The company plans to use the net proceeds for global spectrum deployment and advancing AI monetization, while also launching share offerings and convertible note repurchases to reduce high-cost debt [1] - AST SpaceMobile's balance sheet has been strengthened to $2.78 billion through the recent note offering and a $614 million offering, despite a 15% share decline due to a sector-wide slump [2] Group 2 - AST SpaceMobile, founded in 2017, is a publicly traded satellite designer and manufacturer focused on building the first space-based cellular broadband network for standard smartphones [3]

Core Viewpoint - IREN Limited (NASDAQ:IREN) has been added to the MSCI USA Index, which is expected to enhance its visibility and accessibility to institutional investors and index-tracking funds [2][3]. Group 1: Company Overview - IREN Limited, founded in 2018, operates renewable-energy-powered data centers focused on Bitcoin mining and AI cloud services, with its headquarters in Sydney, Australia [4]. Group 2: MSCI USA Index Inclusion - The inclusion in the MSCI USA Index will take effect after market close on February 27, 2026, and the index tracks approximately 85% of the U.S.'s free float-adjusted market capitalization [2]. - Co-Founder and Co-CEO Daniel Roberts stated that this milestone reflects the scale and liquidity built in the business and will broaden institutional access as the company executes its AI Cloud strategy [3]. Group 3: Analyst Ratings - On February 10, 2026, Canaccord Genuity analyst Joseph Vafi reiterated a Buy rating on IREN Limited with a price target of $70 [3].

02月23日 - 03月01日当周重磅财经事件一览，以下均为北京时间： | 数据 | 09:00 | 中国 2月一年期贷款市场报价利率(LPR) | 3% | | --- | --- | --- | --- | | | 09:00 | 中国 2月五年期贷款市场报价利率(LPR) | 3.5% | | | 待定 | 报道：德国总理默茨将于2月24日至2月26日访华 | | | 事件 | 待定 | 特朗普新加征关税税率加码至15%, 2月24日生效 | | | | 待定 | 美国总统特朗普将发表国情咨文演讲 | | | 财报 | | 汇丰控股、家得宝 | | 最后，地缘政治暗流涌动。伊朗局势骤然紧张，特朗普透露正考虑对伊朗进行"有限军事打击"，美国国务卿也将于2月28日前往以色列讨论伊核问题，地 缘风险或将对油价产生显著影响。另一方面，德国新任总理默茨将于2月24日至26日访华，此行为中欧关系及全球经贸合作注入新的变量。此外，美国国 会就爱泼斯坦案对克林顿夫妇的问询、MSCI中国指数调整生效等事件也将引发关注。 | 数据 | 18:00 | 欧元区 1月核心调和CPI同比终值 | 2.2% | 2.2% | | ...

Group 1 - Flywire Corporation (NASDAQ:FLYW) is identified as one of the 9 small-cap software infrastructure stocks with significant upside potential, with a price target increase from $16 to $17 by Truist analyst Matthew Coad, indicating an upside potential of almost 58% [1] - Stephens analyst Charles Nabhan upgraded Flywire from Equal Weight to Overweight, raising the price target from $17 to $19, which reflects an upside of more than 76% [2] - The company specializes in payments enablement and software, facilitating both cross-border and domestic transactions, and offers vertical-specific software for B2B payment needs across various segments [3] Group 2 - Analysts express a positive outlook for the FinTech sector in 2026, with Coad noting that some companies may need to adjust expectations below initial guidance [1] - Nabhan highlights a favorable higher education environment as a growth driver for Flywire, alongside the stock's low valuation and recent outperformance [2]

Welcome back to Opening Bell. Now, let's now discuss some of the choppiness we've seen in the overall markets. Joining me now is Ken Mahoney, CEO of Mahoney Asset Management.Ken, thanks so much for joining us on this Friday. Now, you described these markets as tired. Walk us through that that thinking.I do think that's so accurate right now, especially without really seeing any major catalyst propelling any upside here for the markets this week. >> I think we're tired too in these 247 news cycles. Keep up w ...

Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

We recently published an article titled 10 Best Cruise Stocks to Buy Right Now. On January 22, Truist raised its price target on Carnival Corporation & plc (NYSE:CCL) to $34 from $31 and maintained a Hold rating as part of a broader cruise sector update. Based on extensive discussions with senior travel industry executives and analysis of forward booking and pricing data, the firm noted that supply in the contemporary and mass-market segments remains modestly above demand, suggesting tempered expectations ...

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 5, Craig-Hallum raised its price target on Silicon Motion Technology Corporation (NASDAQ:SIMO) to $160 from $120 and maintained a Buy rating, citing market share gains and rising average selling prices amid sustained demand for its NAND flash controllers. While management expects near-term gross margin pressure in the March quarter due to rising memory costs, margins are projected to recover toward the 48%–50 ...

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 17, Citi lowered its price target on Dell Technologies Inc. (NYSE:DELL) to $160 from $165 while maintaining a Buy rating, reflecting broader hardware sector multiple adjustments amid mixed end-demand commentary ahead of fourth-quarter earnings. During its fiscal 2026 third-quarter earnings call, Dell Technologies Inc. (NYSE:DELL) provided constructive forward guidance. For the fourth quarter, revenue is pro ...

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 18, Sandisk Corporation (NASDAQ:SNDK) announced a secondary public offering of approximately $3.09 billion of common stock currently owned by Western Digital. SanDisk will not issue new shares or receive proceeds from the transaction, which includes a concurrent debt-for-equity exchange. J.P. Morgan Securities and BofA Securities are acting as joint lead book-runners and representatives of the underwriters. ...